Jennifer Simmons
Client Success & Growth Partner
Driving client success through strategy, systems, and human connection.
Client-obsessed and process-focused, I design scalable systems that strengthen relationships, improve efficiency, and sustain growth. My approach combines operational precision with a deep commitment to the client experience, ensuring every engagement delivers clarity and measurable value.
TULSA, OKLAHOMA | REMOTE
Work
Retirement Tax Services – Director of Advisor Relations & Client Success (2022–2025)Owned the full sales and client success cycle from prospecting to close, onboarding, retention, and renewal for more than 250 financial advisors and 600 individual tax households nationwide. Achieved 90% retention and reduced churn by 30%, stabilizing over $1.56M in annual recurring revenue. Designed and implemented scalable onboarding systems, guided video walkthroughs, and CRM automations that improved engagement and operational efficiency. Drove direct and indirect revenue growth by converting advisors whose tax clients generated over $600K annually in additional tax-prep revenue. Led sales operations for the annual Tax Planning Summit, producing $225K in event ticket revenue in one quarter and $90K in membership sales during the two-day summit.Hood & Associates CPAs – Senior Operations Executive Assistant (2020–2022)Played a key role in post-acquisition integration efforts across 14 offices in four states, driving operational alignment and process consistency firm-wide. Trained and led administrative teams to improve efficiency in tax return assembly, client delivery, and overall service quality. Partnered with leadership to launch a hospitality initiative that elevated the client experience and strengthened internal culture. Planned and executed the firm’s annual company-wide training event and holiday celebration, managing every detail—from budgeting and travel logistics to venue coordination and vendor relations—to ensure a seamless, memorable experience for staff and clients alike.Earlier ExperienceIn 2005, I began my career as a nail technician, launching and operating my own business where I built a loyal client base and developed a strong focus on service quality, consistency, and client retention.In 2008, I joined a credit union as Lead Teller and Vault Teller, managing a team of tellers and overseeing vault operations, cash accuracy, and daily balancing standards. During that time, I continued operating my nail business in the evenings and on weekends, managing both with precision and care.In 2009, I took on an official role with my family’s company, Tiger Self Storage — a business I had helped support since childhood. From the time I could count money and run a computer, I was helping manage customers, payments, and office operations while my parents were away. Growing up around entrepreneurship gave me a firsthand understanding of accountability, consistency, and customer care. Later (2009-2019), I led day-to-day operations, managed sales and client success, and oversaw facility maintenance, implementing process improvements that increased efficiency and strengthened long-term client relationships.In 2014, I transitioned my nail business to an office within Tiger Self Storage, successfully running both operations in unison while supporting the broader family business. This period strengthened my ability to balance multiple responsibilities, streamline operations, and deliver consistent client experiences across two growing businesses.From there, I transitioned into the technology industry, joining a web development company as a Sales Development Representative. In that role, I gained valuable experience in cold outreach, lead generation, client success, and account management. Those combined experiences — from customer-facing service and entrepreneurial operations to sales and systems management — built the foundation for my transition into the tax and financial services sector, where I continue to blend structure, relationships, and measurable results.
About
I’m client-obsessed, process-driven, and deeply passionate about helping people and businesses grow through clarity, connection, and structure. My career has taken me through financial services, operations, and client success leadership — but the common thread has always been people. I love building systems that create calm out of chaos, help teams perform their best, and make clients feel genuinely supported.Outside of work, I’m a self-proclaimed chef who loves crafting dishes for my family, traveling and exploring new places, and spending time outdoors. I’m happiest when I’m surrounded by good food, great music, and even better company — especially my family, who remind me daily why balance and gratitude matter.No matter the setting, my goal remains the same: to help people find value — in their work, their growth, and the relationships that connect it all.
Recommendations
The best reflection of my work comes from the people I’ve partnered with. The relationships I’ve built over the years are rooted in trust, collaboration, and meaningful results. I measure success not only by outcomes, but by the confidence and loyalty earned along the way. Every recommendation represents a partnership built on consistency and integrity, and I’m truly grateful to those who’ve supported my journey and taken the time to share their experiences.
Jennifer is fantastic. In every interaction I've had with her, she's been upbeat, professional, and always positive. Jennifer was the first person I would see at a conference I regularly attended and always represented the organization in a way that made me feel welcome and appreciated. She was a wonderful face of the business and set a positive, inviting tone from beginning to end. My wife, who was with me on these trips, had some time to talk with Jennifer and get to know her better. Jennifer's values and personal ethics are of the highest quality, and the outpouring of those attributes was very evident in every interaction with her. Jennifer would be a tremendous asset to any business or organization, and I highly recommend her. -Joel WymerI had the pleasure of working with Jennifer and was consistently impressed by her professionalism and proactive approach. She was always responsive, provided excellent service, and communicated clearly throughout our collaboration. Jennifer is someone you can count on to deliver results efficiently and with a positive attitude. I’d be happy to work with her again in the future. -Blake Henry, AAMS®, CPFA®Jennifer is personable and very solution focused. She’s great to work with. -Kyle Gabhart, CEPA®, CRPS®Jennifer has a bright personality that’s highly engaging. I found her to be organized and client centric in focus. I’m sure she’ll be a solid addition to any team! -Patrick Masso, CFA®, CFP®Jennifer is the kind of partner you want on any critical initiative. She met with me on a regular basis, came prepared, and answered every question. Her communication is clear, timely, and actionable. She is thorough without creating friction. Jennifer guided me through our partnership with Retirement Tax Services (RTS) and made each step straightforward and on schedule. The experience was organized, efficient, and confidence-building. I recommend Jennifer without reservation. -Douglas VowlesI had the opportunity to work with Jennifer at Retirement Tax Services. She is smart and solutions-driven. She has the ability to keep you accountable to do what’s in your interest (which means she gets things done!). I’d gladly work with her again. -Allen HarrisI had the pleasure of working closely with Jennifer since 2021. We first met while working together at Paul Hood Accounting Firm. Then at Retirement Tax Services, where she recommended me for a position. We both focused on creating a great client experience and improving team processes at Retirement Tax Services and our friendship bond has continued to this day.From day one, Jennifer stood out as someone who always goes above and beyond for clients, team members, and the company as a whole.She’s incredibly dedicated and devoted, the kind of person who has big energy and maintains professionalism no matter what’s going on behind the scenes. Jennifer has this calm, positive attitude that keeps everyone around her steady and focused, even when things get hectic.What I’ve always appreciated most about her is how she naturally sees a gap and fills it. Whether it’s improving communication, jumping in to manage desk tickets during tax season, or finding a more efficient way to get something done, she’s never one to just sit back and wait for someone else to fix it.Jennifer is a true people-first leader, she cares deeply about building relationships, follow-through, and doing things right the first time. She’s one of those rare people who makes any team better just by being herself.-Keri MandevilleI had the pleasure of working with Jennifer during her time at RTS. She was a tremendous professional: timely response with all communications, great communicator, and "got it" any time we had a conversation or came to her with a challenge or request! -Owen Malcolm, CFP®
Thank you
Thank you for your interest in my experience and professional background. I look forward to connecting and exploring how I can add value through collaboration, strategy, and client success.
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